Filed December 17, 2020
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,742 | $75,183-44.5% | $123,892-66.3% | $55,167-24.3% |
| Participation rate | 64.1% | 72.8%-8.7pp | 81.4%-17.3pp | 69.0%-4.9pp |
| Annual return | 9.52% | 19.01%-9.5pp | 47.52%-38.0pp | 169.23%-159.7pp |
| Employer contribution / active EE | $1,046 | $2,823-63.0% | $4,617-77.3% | $1,963-46.7% |
| Participant deferral / active EE | $5,792 | $5,084+13.9% | $5,984-3.2% | $3,054+89.6% |
| Admin fee / account holder | $41 | $663-93.8% | $8,357-99.5% | $504-91.8% |